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Kharis Q
Series 63, Series 65
Jacksonville, FL
Thrivent Investment Management
Kharis Quaintance is a financial advisor with Thrivent Investment Management in Jacksonville, FL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Prior to joining Thrivent, Quaintance worked at Pruco Securities, Prudential Insurance, New York Life, and Allstate. He serves as a board member of the Jacksonville Urban League and is treasurer of the University of Florida Black Alumni association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account solutions under a consolidated billing option called “WealthPlan.”
Jennifer M
Series 63, Series 65
Atchison, KS
Thrivent Investment Management
Jennifer Maxwell is a financial advisor at Thrivent Investment Management with nine years of industry experience. She has worked with Thrivent and its affiliates since 2016 and previously spent 23 years at Exchange National Bank & Trust Co. In addition to her advisory role, Maxwell serves as Treasurer for the Atchison Area United Way, partnering with local nonprofit agencies to provide financial resources. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a broad range of planning topics. The firm provides these services through financial advisors, maintaining a separation between planning and managed-account programs.
Michael S
Series 63, Series 66
Lemont, IL
Thrivent Investment Management
Michael Shackel is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Thrivent since 2002. In addition to his advisory role, Shackel serves as the Supervisor on the Lemont Township Board in Cook County, Illinois, overseeing government operations and ensuring compliance with state and federal laws. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive written recommendations across multiple financial planning areas. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account services while maintaining them as separate engagements.
Susan S
Series 66
Minneapolis, MN
Thrivent Investment Management
Susan Schenk is a financial advisor at Thrivent Investment Management in Minneapolis, MN, holding the Series 66 designation with 21 years of industry experience. Her career includes multiple roles at Thrivent since 2020 and prior experience at Robert Half and U.S. Bancorp Investments. Outside of advising, she owns Sacred Earthly Matters, where she provides end-of-life planning and deathcare services, including Death Doula support, flower essence, and sound healing. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses without discretionary trading authority. The firm’s approach integrates planning with managed-account programs under a consolidated billing structure while maintaining separate service components.
Scott B
Series 66
Meadow Vista, CA
Thrivent Investment Management
Scott Berner is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Thrivent and its affiliated entities since 2013. Outside of his advisory role, Berner is an ordained pastor with Lutheran Congregations in Mission for Christ, conducting occasional weddings, funerals, and pulpit supply for rural congregations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses across various planning topics and allows clients to combine planning with managed-account services under a consolidated billing option, while maintaining these services separately.
Mark L
Series 63, Series 65
Inverness, IL
Thrivent Investment Management
Mark Lachmann is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He has held his current roles since 2010 at Thrivent Financial for Lutherans and Thrivent Investment Management. He holds the Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning with managed-account services under a consolidated billing arrangement.
Christopher F
Series 66
Clearwater, FL
Thrivent Investment Management
Christopher Frye is a financial advisor at Thrivent Investment Management in Clearwater, FL, holding a Series 66 designation with four years of industry experience. He previously worked at MetLife Inc. for nine years before joining Thrivent in 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, estate, and tax planning, delivered as either one-time or ongoing engagements without discretionary trading authority.
Shawn S
Series 66
Mount Vernon, WA
Thrivent Investment Management
Shawn Steffens is a financial advisor at Thrivent Investment Management with 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. He holds the Series 66 designation and is based in Mount Vernon, Washington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate planning and investment management services.
Cade S
Series 66
Longview, WA
Thrivent Investment Management
Cade Spenker is a financial advisor with Thrivent Investment Management in Longview, WA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fibre Federal Credit Union and Franklin University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, and estate planning without portfolio management or discretionary trading authority.
Michael D
Series 63, Series 66
Princeton, NJ
Thrivent Investment Management
Michael D'antico III is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Thrivent, he worked in various roles including public service positions with the State of New Jersey and the County of Somerset. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial analyses and written recommendations on a wide range of planning topics. The firm combines planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping advisory and portfolio management services distinct.
Elizabeth S
Series 66
Appleton, WI
Thrivent Investment Management
Elizabeth Scott is a financial advisor with Thrivent Investment Management in Appleton, WI, holding a Series 66 license and 16 years of industry experience. She previously worked at Packerland Brokerage Services and Brian Vandehey Insurance & Financial Planning. Outside of her financial advisory role, she is an independent distributor for Young Living, an essential oils and natural products company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan, while keeping planning and managed-account services separate.
Victor A
Series 63, Series 65
Houston, TX
Thrivent Investment Management
Victor Arevalo Melgar is a financial advisor with Thrivent Investment Management in Houston, TX, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role, he worked at World Financial Group and has experience in automotive sales, including a position as a car salesman at Houston Sky Auto Sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based planning in areas such as retirement, tax, and estate without discretionary portfolio management.
David K
Series 66
Cottage Grove, WI
Thrivent Investment Management
David Kraus is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and has previously worked at Mastery Logistics Systems, Reckitt Benckiser, Target Corporation, and Mondelez International. Outside of his advisory role, he serves as president of Kennedy Little League, a nonprofit youth baseball organization. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based, holistic financial analyses and planning without discretionary trading authority. The firm offers clients the option to combine financial planning with managed-account services under a consolidated billing program called WealthPlan.
Corey S
Series 63, Series 66
Fargo, ND
Thrivent Investment Management
Corey Schille is a financial advisor with Thrivent Investment Management in Fargo, ND, holding Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Friendship Inc from 2016 to 2022 before joining Thrivent Financial and Thrivent Investment Management in 2022. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without portfolio management or discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan,” while keeping these services separate.
Anne H
Series 66
Sparta, WI
Thrivent Investment Management
Anne Huth is a Series 66-credentialed financial advisor with 20 years of industry experience. She is currently with Thrivent Investment Management and has held roles at Ameriprise, Northwestern Mutual Investment Services, and the U.S. Army among others. Outside of her advisory work, she serves as a community chaplain, providing spiritual care at incidents requiring prayer or consolation. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm enables clients to combine planning with managed-account programs through a consolidated billing option called “WealthPlan.”
Catherine K
Series 66
Kenosha, WI
Thrivent Investment Management
Catherine Krauter is a financial advisor at Thrivent Investment Management with nine years of industry experience. She holds a Series 66 designation and has worked with Thrivent Financial and its affiliates since 2023. Outside of her advisory role, she is involved as an advocate with Perfectly Posh, a direct selling skincare company, primarily for personal and family use. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning relationships and allows clients to integrate planning with managed-account programs under a consolidated billing option.
Mason J
Series 66
Highlandville, MO
Thrivent Investment Management
Mason Jasper is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and one year of industry experience. His prior work includes service in the U.S. Navy and roles at Spokane Falls Community College and Gearhead Outfitters. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and planning across various financial topics without discretionary trading authority.
Ashley N
Series 63, Series 66
Appleton, WI
Thrivent Investment Management
Ashley Nick is a financial advisor with Thrivent Investment Management in Appleton, WI, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has been with Thrivent Financial since 2018 and also works at J. J. Keller & Associates, Inc. since 2014. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning that covers a wide range of topics, with the option to combine planning and managed-account services under a consolidated billing arrangement called “WealthPlan.”
Dominic R
Series 66
Copley, OH
Thrivent Investment Management
Dominic Russo is a financial advisor with Thrivent Investment Management in Copley, OH, holding a Series 66 designation and 17 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2015 and briefly at Allstate Insurance Company in 2018. Outside of his advisory role, he is authoring a book on stretching and strengthening for golfers and is involved in a family business related to restaurant retail sales. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning without discretionary trading authority. The firm offers planning across various topics, allowing clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”
Quan N
Series 63, Series 65
Dedham, MA
Thrivent Investment Management
Quan Nguyen is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Citizens Securities, Santander Securities, and Santander Bank. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning across topics such as retirement, tax, and estate planning. The firm offers these planning services alongside managed-account programs, maintaining a separation between planning and portfolio management.
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